Using Space Get started
Quickstart
A ten-minute tour. Sign in, ask your first question, add a file, and approve your first action.
This tour takes about ten minutes and needs nothing but an account. Your administrator can invite you; see Your account and settings if you haven't signed in yet.
1. Find your way around
After you sign in you land on a new chat. The left-hand menu is your map:
| Menu item | What it is for |
|---|---|
| New chat and your chat list | Talk to the copilot. Pinned and recent chats are listed here. |
| Control Room | A live view of your agents and what they are doing. |
| Agents | Create and manage AI workers. |
| Brain | Your files, knowledge bases and connected code. |
| Playbook | Repeatable processes. |
| Pages | Small apps built for you. |
| Explore | Skills, Tools, Integrations, Channels, Tables, Scheduled, Triggers, Reviews and Shared with Me. |
Your profile menu holds Settings, Groups, Help and, if you are an administrator, Admin.
2. Ask your first question
Type into the message box at the bottom and press Enter.
Try asking
Summarize what you can help me with in this workspace.
What are the open tasks I should know about today?
The copilot replies in the chat. If it used your company knowledge, you'll see small source tags such as [S1] next to the answer. Click one to see the passage it came from.
3. Add a file and ask about it
- Click the + button next to the message box.
- Choose Add photos & files and pick a document from your computer, such as a PDF, Word file or spreadsheet.
- Ask something about it.
Try asking
Summarize this document in five bullet points.
Which rows in this spreadsheet have a total over 1,000?
For spreadsheets and CSV files, the copilot calculates over every row, not just a preview.
4. See your first approval
Some actions need your permission. Ask the copilot to search the web:
Try asking
Search the web for the latest news about our industry and give me three headlines.
An approval card appears. You can approve once, approve for the whole conversation, or decline. Nothing happens until you choose. Learn more in Approvals: Manual and Auto.
5. Teach it something that lasts
Put reference material in your Brain so every future chat can use it.
- Open Brain.
- Upload a file or a whole folder.
- Wait for the status to change from Processing to ready.
Now ask a question that the document answers, in a brand-new chat. See The Library for details.
6. Set something to run on its own
Tell the copilot what you want and when:
Try asking
Every weekday at 8 am, give me a status update of my open tasks.
It shows a confirmation card in plain words, with the next three run times. Confirm, and the task appears under Scheduled. See Schedules and triggers.
What next?
- Learn the vocabulary in Core concepts.
- Create an AI worker with a defined job: Create an agent.
- Build a repeatable process: Playbooks.